David M Rodriguez

Puntos de Inflexión -- Puntos de Inflexión: Nearshoring, Inflación y Digitalización puntosdeinflexion.substack.com/p/puntos-de-in…

A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating. -- We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you. There are two paths. We can play defense: - Protect what we have - Optimize what works - Wait for clarity It feels safe. It isn’t. Or we can play offense: - Learn faster than the environment changes - Use new tools to solve old problems in better ways - And create entirely new strategies and businesses That’s where the opportunity is. Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.

Internet Capital Markets 😎 En un Punto de Inflexión en 2026 puntosdeinflexion.substack.com/p/puntos-de-in…

"I think that Hyperliquid will eat commodities trading. It's cool to watch oil perps trade on weekends, [but] that's literally 1% of what's possible for just one commodity." @jvb_xyz @1000xPod

Announcing TERAFAB: the next step towards becoming a galactic civilization twitter.com/i/broadcasts/1…

Silicon Valley is going through a Copernican Revolution For decades the valley thought industries rotated around it Now we’re waking up to the realization that we’re just a speck compared to the behemoths of Energy, Chemicals, and Atoms broadly We’re back to the future

The operators of Wall Street’s oldest exchanges are racing to wire crypto infrastructure into the traditional financial system bloomberg.com/news/articles/…

Jensen Huang was on All-In last week and Chamath hit him with a question about Bittensor $TAO. Specifically about Covenant-72B - a model trained permissionlessly across 70+ contributors on regular old commodity internet. (No data center. No billion-dollar GPU cluster.) Chamath called it "a pretty crazy technical accomplishment." It's the largest model ever pre-trained on fully decentralized infrastructure. That's Bittensor. And here's the wild part - that's just one subnet. Out of 128. Let's talk about what's already running under the hood: 1/ Chutes (SN64) - this is the inference layer, and it's doing around $5.5M annualized. That's real developers paying real money. One of the clearest monetization signals across the whole network. 2/ Templar (SN3) - decentralized pre-training at scale. One of the largest permissionless training experiments ever run. And it's not just hype - it got academic validation at NeurIPS. (You know, the conference where actual AI researchers hang out.) 3/ Score (SN44) - computer vision subnet with enterprise clients in sports, retail, and infrastructure. Converting video into structured data at scale. Think: security cameras that actually understand what they're looking at. 4/ Metanova Labs (SN68) - drug discovery. Early stage, but targeting a massive market. This is the "if it works, it REALLY works" kind of bet. 5/ IOTA (SN9) - pre-training competitor focused on undervalued infrastructure. The value play inside the training layer. 6/ Targon (SN4) - confidential compute. Private AI execution for sensitive data and models. (Because not everyone wants OpenAI reading their homework.) Ok so what is all this?? Here's the simple version: Instead of centralizing all AI intelligence at Google or OpenAI, Bittensor runs a competitive marketplace across 128 active subnets. Each one specializes in a specific task - text generation, image analysis, protein folding, financial modeling, deepfake detection... Anyone can build a model and plug it into a subnet. The best performers earn $TAO. It's like Uber for AI brains. Compete or lose. And now its on Jensen Huang's radar.

you can do anything you want you’re bound by nothing

American AI companies and open-source models can truly empower partner nations in their pursuit of meaningful AI sovereignty. Huge announcement by @reflection_ai and Shinsegae Group in the Republic of Korea. The American AI Export Program is rolling out 🇺🇸🇺🇸🇺🇸

This is what allied Al sovereignty at scale looks like. A U.S. company, a trusted Korean partner, 250 megawatts of sovereign compute—owned by the nation that needs it, built on the alliance that makes it possible. The countries that will define the future of AI governance are the ones building the infrastructure now. America's job is to make sure our allies are building it with us. The AI Export Program is on a roll. 🇺🇸 🇰🇷

Where is the crypto market actually headed? In BeInCrypto Expert Council's first podcast, our Global Head of News @BMcGleenon sits down with: Geoff Kendrick (@StanChart) Michael Walsh (@krakenfx) @Matt_Hougan (@Bitwise, @FutureProof_HQ) They break down the path to Bitcoin’s $100K, the rise of “Agentic Finance,” the Clarity Act, and why 2026 looks like a structural reset.

"I think tokenization is like a freight train - it's can't be stopped and eventually it's going to eat the entire financial system" - @vladtenev

@AltcoinDaily Narrative follows price

Ray Dalio SLAMS Bitcoin!! “Bitcoin does not have privacy.” “Central banks are not gonna wanna buy Bitcoin.” “Quantum computing” “Who owns it?” What do you think?

Citadel con una cátedra de second order effect analysis, demostrando lo difícil que es predecir el futuro en un sistema económico interconectado y con muchos factores humanos citadelsecurities.com/news-and-insig…

.@pmarca says the winner of the US-China AI race could dictate what all 8 billion people on Earth use — but open source introduces a third possibility: "The stakes are basically: what is the world going to run on?" "In the long run, somebody's gonna win. And the world will either be running on American AI or be running on Chinese AI." "The open source thing is super fascinating because it throws a wrench into all of this. It raises a third possibility that neither the US nor China are going to be the platform — it may just be open source." Marc Andreessen with @jpatel41 at Cisco AI Summit

America should be leading in open-weight AI. Countries building sovereign systems deserve better options than what they're getting today. Yesterday, the White House called out @reflection_ai as part of the answer.

Everyone should read this story… One day, a young warrior was walking to his training when he spotted his teacher, a master warrior, tending to plants in the garden. He approached cautiously and stood quietly, not wanting to disturb the man from whom he had learned so much. “What is it you want?” Asked the master warrior, without breaking focus from the plants. The student replied, “Why do we train for war? Would it not be more tranquil and serene to be a gardener and tend the plants?" The master paused, turned to the student, and smiled. “Tending the garden is a relaxing pastime, but it does not prepare one for the inevitable battles of life. It’s easy to be calm in such a serene setting. It’s hard to be calm when under attack.” The student nodded and turned away, satisfied with the answer, but the master wasn’t finished. “It is far better to be a warrior tending his garden than a gardener at war.” I think about that story almost every day. Because here’s the truth we all know: Life is hard. Chaos, uncertainty, failure, struggle, pain, loss. All of those things are a natural part of being alive. They’re not good or bad. They just are. And most of the time, you don’t get to choose the battles that come to your doorstep. You don’t get to pick the adversaries you prefer. You can’t negotiate the timing or the terms. There’s no “timeout” if you’re not ready. There’s no holding period if you don’t like what you see. The simple truth is that you meet life‘s inevitable battles at precisely the level of your preparation. That preparation is built upon the hard things you chose when you didn’t have to choose them: • The early mornings you endured. • The focus you engaged. • The boundaries you held. • The commitments you honored. • The difficult conversations you initiated. Every single time you embrace voluntary struggle, you prepare yourself for the involuntary struggle that will inevitably come. You don’t become invincible. You become capable. Capable of staying calm when others panic. Capable of thinking clearly when things fall apart. Capable of leading, serving, protecting, and persisting when the moment calls your name. Because one day, it will. A loss. A setback. A betrayal. An unexpected blow. And when that day comes, you will not meet the moment at the level of your hopes. You will meet it at the level of your preparation. So, choose the hard things today. Choose the habits, the disciplines, the conversations, the commitments. Choose the voluntary struggles. This is how you face the chaos of war with an internal calm. This is how you become, as Marcus Aurelius once wrote, “like the rock that the waves keep crashing over...unmoved and the raging of the sea falls still around it.” This is how you stand ready when the battle arrives at your door. Remember: It’s better to be a warrior in the garden than a gardener at war.

softbank is selling its nvidia stake to fund companies whose main expense is buying from nvidia?

At the @theallinpod Summit, @TareqAmin_ explained how the @GroqInc cluster with @humain is the American AI stack in action